See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALERUS FINANCIAL, N.A.10+ years Service code 15 · EIN 45-6062081 | Recordkeeping | $14,294 |
PEAK RETIREMENT GROUP1 year Service code 13 · EIN 81-0831793 | Contract Administrator | $10,506 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,319 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,275 | $55,415-63.4% | $155,509-87.0% | $74,495-72.8% |
| Participation rate | 71.7% | 61.9%+9.8pp | 78.2%-6.5pp | 67.2%+4.5pp |
| Annual return | 15.13% | 268.50%-253.4pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $884 | $2,267-61.0% | $4,672-81.1% | $2,623-66.3% |
| Participant deferral / active EE | $1,648 | $2,836-41.9% | $5,626-70.7% | $4,346-62.1% |
| Admin fee / account holder | $167 | $1,738-90.4% | $15,912-99.0% | $1,942-91.4% |